Kegan Morris joins us this week. Annuity expert from Ash Brokerage, Kegan is a great friend of MtM.
Gene answers tons of listener questions:
· Inherited IRAs and RMDs?
· Irrevocable vs. revocable trusts?
· Returning unwanted RMDs back to IRAs without paying income taxes?
· Is Glenn Beck’s ‘doom and gloom’ helping?
· Buckets more questions
Two New Free Services
· Have your current life insurance policies analyzed to see if they fit you or could you do better
· Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
· Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
· Long Term Care Review with our partner Mr. Mike Pompei
· Reverse Mortgage Review with our partner Tiffany Shutta
· Estate Planning Document Review with an attorney in our office
Free Second Opinion Meetings
· Do you have questions about your financial situation?
· Are you on track to reach your financial goals – particularly your retirement goals?
· What should you be doing right now?
Schedule a free second opinion meeting with a More than Money advisor?